+404.4%
SNXX vs SUI
-6.3%
+410.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.0% | -7.0% | -11.4% |
| 7D | +16.8% | -4.1% | +20.9% | 0.0% |
| 30D | +65.3% | -3.2% | +68.4% | +45.0% |
| 3M | -34.8% | -8.4% | -26.4% | -38.3% |
| 6M | +255.1% | -14.4% | +269.5% | +198.7% |
| All | +404.4% | -6.3% | +410.7% | +400.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling